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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,465 | $152,591-59.7% | $117,529-47.7% | $134,545-54.3% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -18.05% | 53.04%-71.1pp | 29.77%-47.8pp | 418.37%-436.4pp |
| Employer contribution / active EE | $7,706 | $5,576+38.2% | $4,179+84.4% | $4,742+62.5% |
| Participant deferral / active EE | $6,218 | $4,821+29.0% | $4,072+52.7% | $6,401-2.9% |
| Admin fee / account holder | $735 | $7,004-89.5% | $5,645-87.0% | $11,431-93.6% |